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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,909 | $156,398-61.7% | $147,318-59.3% | $138,895-56.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 4.41% | 78.75%-74.3pp | 70.43%-66.0pp | 145.39%-141.0pp |
| Employer contribution / active EE | $1,784 | $4,853-63.2% | $4,593-61.2% | $4,194-57.5% |
| Participant deferral / active EE | $3,735 | $8,237-54.7% | $7,906-52.8% | $6,396-41.6% |
| Admin fee / account holder | $132 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |